KERR WEALTH MANAGEMENT

Reviews

• TA

  Teresa Apilado

  May 29, 2020
  5.0
  We started working with Andrew and his team a few years ago. They are second to none and I am one of those people who can find something to complain about. Being a small business we are always trying to maximize our dollars and income fluctuations make things difficult from time to time. We were abruptly put out of work and forced to close down due to COVID-19. Immediately and I mean immediately Andrew, Mike, Keri and Sam took care of everything for us. Cutting our insurance rates with the same and better coverage in a couple of cases. Andrew and Mike Immediately helped us navigate how to get income when we had none. Andrew spent countless hours at 8 pm going over all the SBA, PPP options available. As soon as the loans came in Sam, went to work documenting every penny and advising us how the funds were to be used and wow, it was almost as if we were just an audience watching them keep us afloat. The services this company provides far reaches any investment firm we have been with in the past. Working with Andrew is so easy, investing and retirement is such a tedious job, keeping you on track then there are all the issues factoring in the IRS, being compliant not top heavy etc. he makes it simple. Thank you Andrew and your entire team.
• TR

  Tightrope Recording

  May 24, 2019
  5.0
  Unbelievable service, Andrew is always available for my phone call at anytime. I feel at ease knowing that his team is always there for me whenever I need. This is the best recommendation that I could ever make, we are beyond happy.
• SS

  Sabrina

  May 16, 2018
  5.0
  Choosing a financial advisement firm is a stressful endeavor. You want someone you can whole-heartedly trust, is passionate about what they do and an expert in their field. Not all firms are created equal and I learned that while going through my own process of hiring a firm for my own office. Luckily, I was referred to Andrew by a friend and business owner. Andrew has been nothing short of amazing to work with. He is professional, responsive and just absolutely cares about the work he is doing! My staff feel very comfortable calling his office for any questions they have regarding their retirement benefits and enjoy his visits when he comes in for education or paperwork. Overall, we are happy with Andrew's services and are grateful to have his team to work with!
• ND

  nahrin davoodi

  Apr 5, 2018
  5.0
  Andrew has helped me uncover fees I didn't know I was paying with Wells Fargo Bank. Andrew taught us the value in fee only finacial advice and we are so thankful for making the move. Andrew has also helped us make financial planning straight forward and now we have a solid understanding of what we need for our future. He is easy to work with and will not sell you investment products. So thankful for you Andrew and The Blosser Harrison team.
• RM

  Robert McVicar

  Jun 23, 2017
  5.0
  Excellent customer service. They really make wealth management for somebody like me, easy to understand and accomplish. I'm very grateful for Andrew and all the staff.

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